Mitch Weiss signed Universal Services of America's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Services of America's EIN is 27-1562945.
Download the official 2022 Form 5500 (PDF) for Universal Services of America from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Universal Services of America's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $2.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $155K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund N/A | Common Collective Trusts | — | — | $68.1M | 13.7% | |
| MassMutual Guaranteed Interest Account N/A | Other securities | — | — | $61.0M | 12.3% | |
| T. Rowe Price Retirement 2030 Fund N/A | Other securities | — | — | $41.8M | 8.4% | |
| T. Rowe Price Retirement 2040 Fund N/A | Other securities | — | — | $30.4M | 6.1% | |
| American Funds AMCAP Fund N/A | Mutual Funds | — | — | $28.6M | 5.7% | |
| T. Rowe Price Retirement 2035 Fund N/A | Other securities | — | — | $24.6M | 4.9% | |
| Western Asset Core Plus Bond Fund N/A | Other securities | — | — | $21.2M | 4.3% | |
| T. Rowe Price Retirement 2025 Fund N/A | Other securities | — | — | $20.5M | 4.1% | |
| Invesco International Diversified Fund N/A | Mutual Funds | — | — | $18.7M | 3.8% | |
| MFS Value Fund N/A | Mutual Funds | — | — | $17.8M | 3.6% | |
| T. Rowe Price Retirement 2045 Fund N/A | Other securities | — | — | $15.9M | 3.2% | |
| Vanguard Mid Cap Index Fund N/A | Common Collective Trusts | — | — | $15.9M | 3.2% | |
| T. Rowe Price Retirement 2020 Fund N/A | Other securities | — | — | $14.9M | 3.0% | |
| American Funds Balanced Fund N/A | Mutual Funds | — | — | $12.8M | 2.6% | |
| Pioneer Select Mid Cap Growth Fund N/A | Other securities | — | — | $10.7M | 2.1% | |
| Vanguard Small Cap Index Fund N/A | Common Collective Trusts | — | — | $10.3M | 2.1% | |
| T. Rowe Price Retirement 2055 Fund N/A | Other securities | — | — | $9.7M | 1.9% | |
| Undiscovered Managers Behavioral Value Fund N/A | Other securities | — | — | $7.3M | 1.5% | |
| T. Rowe Price Retirement 2060 Fund N/A | Other securities | — | — | $7.1M | 1.4% | |
| with maturity dates through April 2036 | Other securities | — | — | $5.5M | 1.1% | |
| American Century Mid Cap Value Fund N/A | Other securities | — | — | $5.2M | 1.1% | |
| Franklin/Templeton Small Cap Growth Fund N/A | Mutual Funds | — | — | $3.6M | 0.7% | |
| Nuveen Real Estate Securities Fund N/A | Mutual Funds | — | — | $3.2M | 0.6% | |
| T. Rowe Price Retirement 2010 Fund N/A | Other securities | — | — | $2.6M | 0.5% | |
| Invesco Developing Markets Fund N/A | Mutual Funds | — | — | $2.5M | 0.5% | |
| T. Rowe Price Retirement Balanced Fund N/A | Other securities | — | — | $2.0M | 0.4% | |
| T. Rowe Price Retirement 2015 Fund N/A | Other securities | — | — | $2.0M | 0.4% | |
| T. Rowe Price Retirement 2005 Fund N/A | Other securities | — | — | $2.0M | 0.4% | |
| Ivy Funds High Income Fund N/A | Other securities | — | — | $1.2M | 0.2% | |
| MassMutual Premier U.S. Government Money Market N/A | Cash / Money Market | — | — | $522K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | — | PRINCETON, NJ | NONE | $14K | — |
| LUTZ & COMPANY PC | — | OMAHA, NE | NONE | $11K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $4K | — |
| ROMEO WIGGINS & COMPANY LLP | — | CARY, NC | NONE | $2K | — |
